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Name Holding Trade Value Shares
Change
Change in
Stake
GFG
4326
GR Financial Group
Arizona
$426K -$1.62M -2,530 -77%
ATI
4327
ARK & TLK Investments
Oklahoma
$426K +$49.3K +77 +12%
KFS
4328
Krane Financial Solutions
California
$426K +$477K +744 New
HP
4329
Haven Private
Florida
$425K -$1.92K -3 -0.4%
FPF
4330
First Pacific Financial
Washington
$425K +$28.8K +45 +6%
CIC
4331
Chase Investment Counsel
Virginia
$425K -$4.62M -7,216 -91%
SIC
4332
Sage Investment Counsel
Tennessee
$424K – – –
BW
4333
Balance Wealth
Ohio
$424K -$23.7K -37 -5%
BWM
4334
BankPlus Wealth Management
Mississippi
$423K +$23.1K +36 +5%
BWM
4335
Birchcreek Wealth Management
Ohio
$421K -$14.7K -23 -3%
VPWA
4336
Vestia Personal Wealth Advisors
Indiana
$421K +$17.3K +27 +4%
BA
4337
Birinyi Associates
Connecticut
$421K -$48.1K -75 -9%
EWP
4338
E-Wealth Partners
Minnesota
$421K +$110K +172 +30%
SWM
4339
Sagace Wealth Management
Florida
$421K -$76.9K -120 -14%
WCMN
4340
Westchester Capital Management (Nebraska)
Nebraska
$421K +$449K +700 +2,000%
TAM
4341
TCP Asset Management
Ohio
$420K +$59K +92 +14%
CF
4342
Claris Financial
Virginia
$420K -$102K -159 -18%
SWM
4343
Schwallier Wealth Management
Michigan
$419K -$1.28K -2 -0.3%
PP
4344
Pearl Planning
Michigan
$419K -$60.2K -94 -11%
FF
4345
Foronjy Financial
California
$419K +$641 +1 +0.1%
PWS
4346
Peloton Wealth Strategists
Indiana
$418K +$234K +365 +100%
AWP
4347
Axis Wealth Partners
Rhode Island
$417K +$1.28K +2 +0.3%
GPW
4348
Gray Private Wealth
Massachusetts
$415K -$63.4K -99 -12%
ACM
4349
Anfield Capital Management
California
$415K +$167K +261 +56%
RW
4350
REDW Wealth
New Mexico
$415K -$38.5K -60 -8%